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How to Protect an Inheritance (And Why Most People Blow It)
Manage episode 497285636 series 3425337
In this heartfelt episode of I Date Money, Lisa Drennon, your Wealth Activator and Independent Insurance Broker, shares a personal and powerful truth: wealth isn’t about how much you receive—it’s about what you do with it. From heartbreaking inheritance stories to the core reason most women still feel unsafe with money, Lisa reveals why a spending plan is the missing key to building true, lasting wealth.
Whether you’ve received a windfall or are earning every dollar yourself, this episode will challenge how you think about money—and inspire you to finally take control.
Topics Discussed:
- Why inheritances disappear without a plan
- How to structure a spending plan that multiplies money
- What trust funds can (and can’t) do for your financial future
- The power of the Money Multiplier System™
- Why budgets don’t work—and what to do instead
- The Wealth Accelerator vs. the Prosperity Portal
- How to teach your kids financial literacy through legacy modeling
- Why financial shame thrives in isolation—and how group mentorship breaks it
Quote to Remember:
"It doesn’t matter how much money you have—it’s what you do with it." – Lisa Drennon
💬 Want to Connect with Lisa?
→ Take the free money personality quiz: idatemoney.com
→ Explore the Prosperity Portal ($37/month): idatemoney.com
→ Apply for the Wealth Accelerator: idatemoney.com
→ Book a 1:1 call for CFO mentorship: idatemoney.com
Thank you for tuning into this week’s episode of I Date Money! 🗝🌬💖💸
If today’s conversation sparked an aha moment or gave you a new perspective on your relationship with money, we’d love to hear from you! Your journey to financial empowerment starts here.
✨ Here’s your next step:
Take the Money Archetype Quiz to discover your unique money personality and gain clarity on how to manage and grow your wealth. It’s a game-changer!
📲 Stay Connected
- Join our exclusive community: Money Magnets: Wealth Women, Sovereign Souls
- Follow me on Instagram for daily money tips and inspiration!
💬 Let’s Keep the Conversation Going
What resonated most with you from today’s episode? Share your thoughts by leaving a 🌟🌟🌟🌟🌟 Star Review & share the podcast with all of your entrepreneur friends who are ready to find #truewealth!
Remember, it doesn't matter how much money you make; it's what you do with it
🗝️🌬️💖💸
Intro/Outro music "IDM" by Christa Lily
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